In Lawcus, you can easily share invoices with your clients by marking them as sent. Doing so will make the selected invoice visible and accessible to your clients through the Client Portal. In this guide, we'll walk you through the simple steps to mark an invoice as sent, making sure you communicate efficiently with your clients and a seamless invoicing process.
To mark an invoice as sent:
Click on the "Invoices" from the left side menu.
Locate the invoice you want to share with your client and check the checkbox in front of it to select it.
Click on “Bulk Actions” and select "Mark as Sent" from the dropdown options. That’s all!
Additional Tips:
Draft Invoices: Remember that any invoices in the "Draft" status won't be shared with clients until they are explicitly marked as sent. To share a draft invoice, follow the above steps to mark it as sent before directing your clients to the Client Portal.
Client Notifications: When an invoice is marked as sent, Lawcus will automatically notify your client via email, alerting them about the new invoice available in their Client Portal.
The ability to mark invoices as sent in Lawcus streamlines your invoicing process and enhances client communication. By following the straightforward steps outlined in this guide, you can effortlessly share invoices with your clients through the Client Portal, promoting transparency and prompt payment processing. Always make sure to review the invoice details before marking it as sent to maintain a polished and efficient billing process.